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Transition Management
Maximize the value of your assets
Setting large pools of assets into motion can be a daunting endeavor. A well-planned and well-executed transition strategy can help you:
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- Manage return outcomes
- Maintain investment exposure
- Minimize fiduciary risk and administrative workload
- Have a transparent view of your transition
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Why Consider Russell for Transition Management?
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- Experience and Award-Winning
For over 25 years, we have helped clients manage their risks and investment performance when restructuring their portfolios or asset classes. Our in-house capabilities include specialist equity, fixed income, currency management and futures teams.
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We've managed transitions for:
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- Performance measurement using the T Standard
We provide you with a reliable estimate of implementation shortfall before your transition. Our T Standard-compliant estimates include all costs. After your transition is complete, we use the T Standard to measure actual performance.
Learn more about the T Standard — 2.0
- Emphasis on total return for your fund
- Unbiased, global multi-venue trading for best execution
- Full disclosure of our fees—always
- Complete transparency
Even while your transition event is in process, you can track it online through WebTM™.
- Fiduciary protection under the Investment Advisers Act of 1940
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For your next transition contact James or Gerry:
Russell Implementation Services Inc., member FINRA, SIPC. www.finra.org
Nothing contained in this material is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The general information contained in this publication should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional.
USIMSLRC3038
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